Financial Planning Day.png

Presentation: Best Retirement Savings Plans for You

Saturday, 10/19/2024
12:00 - 1:30
Virtual Library

United States

Register

Saving for retirement is important. We’ll get into the facts about 401(k)s, 403(b)s, SEP-IRAs, SOLO 401(k)s, Traditional and Roth IRAs, the new Cal SAVERS program, and other tax-advantaged savings opportunities. 

Presented by Heather C. Liston, CFP ®, EA, Clarity Financial

All Financial Planning Day workshops will be live-streamed. For in-person attendance, this workshop will be streamed in the 5th Floor Learning Studio and Bayview Branch Library.  All programs are offered by Financial Planning Association of San Francisco.

Financial Planning Day

Discover valuable financial planning resources, including free, objective one-on-one counseling from CERTIFIED FINANCIAL PLANNER™ professionals. Participate in presentations on investing, what 2025 tax reform means for you, property tax and intergenerational transfers, resources to strengthen your financial skills and insights from behavioral finance. 

Spotlight

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

Notice: This event may be filmed or photographed. By participating in this event, you consent to have your likeness used for the Library’s archival purposes and promotional materials. If you do not want to be photographed, please inform a staff person or the photographer. A sticker will be provided to help identify you so that we can avoid capturing your image.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.